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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,569 | $157,304-98.4% | $141,197-98.2% | $152,909-98.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 73.78% | 64.34%+9.4pp | 71.41%+2.4pp | 345.46%-271.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,475 | $7,111-79.3% | $6,710-78.0% | $5,851-74.8% |
| Admin fee / account holder | $16 | $12,126-99.9% | $10,265-99.8% | $11,601-99.9% |